Original filing (PDF)20250411155755NAL0023483153001

MARGUERITE RODGERS, LTD.

Name: MARGUERITE RODGERS, LTD. — MARGUERITE RODGERS, LTD. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MARGUERITE RODGERS, LTD.

Form 5500-SF

FILING_RECEIVED

MARGUERITE RODGERS, LTD. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARGUERITE RODGERS, LTD..

Plan sponsor

Name

MARGUERITE RODGERS, LTD.

EIN

23-2640625

Address

2131 N. AMERICAN STREET · PHILADELPHIA, PA · 19122

Phone

(215) 634-7888

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

LISA VANDENBURGH, LTD.

LISA VANDENBURGH, LTD. PROFIT SHARING PLAN

$2.0M · 7 participants

STUDIO NUMBER ONE, INC.

STUDIO NUMBER ONE 401(K) PLAN

$2.0M · 21 participants

FB INTERNATIONAL, INC.

FB INTERNATIONAL, INC. 401(K) PLAN

$2.0M · 60 participants

FORCADE ASSOCIATES, INC.

FORCADE ASSOCIATES, INC. 401(K) RETIREMENT PLAN

$2.0M · 9 participants

VIRIDIS, INC.

VIRIDIS, INC. RETIREMENT SAVINGS PLAN

$2.0M · 11 participants